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Special Tags and Tag-Based Email Creation Process in Our Integrations

When using our integrations, your contacts are transferred from your shop, CRM or CMS system to CleverReach. In our latest integrations (*1), you can choose which contacts you want to transfer from your system to us. These contacts are automatically provided with special tags as soon as they are synchronized for the first time.

Why Special Tags?

After the first synchronization, the selected special tags will be displayed when the email is created and can be selected for sending the newsletter.

You can start your first mailing quickly and easily with just a few clicks.

Before the start:

  1. Before synchronizing for the first time, you should consider which recipients and which data you want to transfer. Only recipients from whom you have collected the data in accordance with the GDPR may be transferred. You can find the most important information on the GDPR here.

  2. A settings screen appears during installation. In this settings screen, you can select which recipients should be synchronized with CleverReach. Your selection will give your recipients special tags (also known as special tags) during synchronization.
    Example image from our Shopify plugin:

  3. If you now click on the Reforce sync button, all selected recipients (e.g. subscribers) will be transferred to CleverReach as active. Active means that the selected recipients will be contacted by newsletter.

  4. If your customers receive updates after the first synchronization, these are only transferred to CleverReach if they affect your selected recipients. For example: You selected the Subscriber special tag during the first synchronization. If a customer buys something from your shop, the purchase will not be transferred to CleverReach. If a subscriber changes their address in your shop, the updated data is transferred to CleverReach and saved in the recipient.

Recipient Synchronization:

There are three kinds of recipients who you can synchronize with CleverReach:

Newsletter Recipient → Subscriber

All people who have subscribed to your newsletter.

Buying Customer → Buyer

All people who bought something from your shop. Guest buyers included.

Contacts → (Other) contacts

All people who have neither subscribed to your newsletter nor purchased something. This means all other people in your database.

Important note: Please observe the GDPR when transmitting data. If you are unsure about this, please contact your legal advisor. Many thanks in advance.

The chart below shows all possible combinations for recipients to (not) be synchronized with regard to three parameters:

  1. A recipient has purchased in your shop
  2. A recipient has subscribed to your newsletter
  3. Configuration of the synchronization (before and after the first synchronization)

Bildschirmfoto_2020-06-09_um_08.18.13.png

Special Tags in Our Email Creation Process

By setting and transferring the special tags, our latest integrations allow you to select the tags for your email newsletter by mouse click during the email creation process.

The image below gives you an example of a Shopware shop after the first successful synchronization. It shows the automatically created recipient list and the tags you can quickly and easily select for your newsletter in the email creation process:

Bildschirmfoto_2020-10-12_um_13.44.43.png

When you click on Tags you can see all recipient tags of your recipients. You can send the newsletter to the Tags, to a Segment or the complete recipient list.

You no longer have to create an extra segment, you can send your first newsletter to the tagged recipients right away.

Changing the Synchronization Settings in the Integration

It is possible to change the option(s) you have selected before the first synchronization afterwards. The changes only apply to future data transfers. Everything you have already transferred to CleverReach, remains unaffected. If you, for example, untick a checkbox, no data is deleted in CleverReach, they remain in our system.

You can find the settings in your shop system when clicking on our CleverReach integration. In Shopify for example you find it under the tab Settings:
In case you select new special tags, the synchronization is started for the recipients concerned.

 All future synchronizations are carried out with the new settings.

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Important advices

  1. Currently only our official Shopify, WooCommerce, Magento 2, Shopware 5 and Shopware 6 plugins support the above features.
  2. Of course, you can manually delete the data within CleverReach in our system, if they are no longer needed.
  3. Please note that we cannot and may not provide general legal advice. If you are unsure whether you have collected the data of your recipients correctly and in accordance with the GDPR, we would advise you to contact your legal advisor in this regard.